Wayne Edward Devoe

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/1989 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Old Lyme, CT
• 06/2011 → Present
  Bank Of America,N.A.
  Mystic, CT

Other Businesses

I*4766267, Entity Type: , Name of OBA: The Enclave at Barn Island HOA, Address: Pawcatuck, Connecticut, 06379, Investment Related: N, Position, Title, Association: ["Board Member"], Employee Start Date: 07/20/2026, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties: Board member: To make informed, prudent decisions, Acting in good faith for the entire community. Staying within scope, that is local laws and HOA governing documents. Oversee landscaping and snow removal contractors. To advise on the management of our Homeowner's association

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-07-23
• S63 Uniform Securities Agent State Law Examination
  1989-11-10

Other Names

• Wayne Edward Devoe
• Wayne Devoe